DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Hightower Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Matthew A AndrulotHightower Advisors, LLC otherVerdence Capital Advisors, LLC independent RIAOtherJun 30, 2017Aug 27, 2020 (1154 d)
Thomas M. ReganHightower Advisors, LLC otherGryphon Financial Partners no RAUMOtherJun 30, 2017Jul 2, 2017
Michael R HoffmanHightower Advisors, LLC otherVerdence Capital Advisors, LLC no RAUMOtherJun 30, 2017Jun 26, 2017
Michael William SolikHightower Advisors, LLC otherGryphon Financial Partners independent RIAOtherJun 30, 2017Oct 3, 2019 (825 d)
Kayleen Elizabeth SchultzHightower Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherApr 18, 2017May 22, 2017 (34 d)
Lorraine M GeraghtyHightower Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherApr 18, 2017Oct 4, 2017 (169 d)
Steven KuzmanoskiHightower Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherApr 18, 2017Mar 16, 2017
Jeffrey WuHightower Advisors, LLC otherAltium Wealth Management LLC independent RIAOtherApr 18, 2017Oct 24, 2018 (554 d)
William HanganHightower Advisors, LLC otherSantander Securities otherOtherNov 30, 2016Feb 27, 2017 (89 d)
Aisha Ann RadaHightower Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherOct 26, 2016Mar 16, 2017 (141 d)
Sharon J WierzbaHightower Advisors, LLC otherSanctuary Advisors, LLC otherOtherOct 17, 2016Oct 12, 2016
Jeanmarie Margaret ParkerHightower Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherAug 11, 2016Oct 4, 2016 (54 d)
Marta Ewa JankowskiHightower Advisors, LLC otherStrategic Advisers LLC national BDOtherJul 19, 2016Sep 9, 2016 (52 d)
Brian Paul AmideiHightower Advisors, LLC otherFortem Financial, LLC no RAUMOtherJul 15, 2016Jul 25, 2016
Joseph Giorgio RomanoHightower Advisors, LLC otherFortem Financial, LLC no RAUMOtherJul 15, 2016Jul 25, 2016
Brett Carlton D'OrlandoHightower Advisors, LLC otherFortem Financial, LLC no RAUMOtherJul 15, 2016Jul 25, 2016
Maureen Mary CarneyHightower Advisors, LLC otherMorgan Stanley wirehouseOtherJun 20, 2016Sep 27, 2017 (464 d)
Lars Gunnar OkesonHightower Advisors, LLC otherPagnatokarp Partners, LLC otherOtherJun 7, 2016Jun 6, 2016
Maggie ShriverHightower Advisors, LLC otherCresset Asset Management, LLC independent RIAOtherMar 10, 2016Jun 30, 2020 (1573 d)
David Richard NelsonHightower Advisors, LLC otherPagnatokarp Partners, LLC otherOtherMar 10, 2016Aug 12, 2016 (155 d)
Eric Henes SchoenerHightower Advisors, LLC otherPagnatokarp Partners, LLC otherOtherMar 10, 2016Apr 12, 2016 (33 d)
Stephen Peter WathenHightower Advisors, LLC otherCresset Asset Management, LLC independent RIAOtherMar 10, 2016Jun 25, 2020 (1568 d)
David William KarpHightower Advisors, LLC otherPagnatokarp Partners, LLC otherOtherMar 10, 2016Jun 6, 2016 (88 d)
Amanda Rae PlonskiHightower Advisors, LLC otherPagnatokarp Partners, LLC independent RIAOtherMar 10, 2016May 18, 2018 (799 d)
Isabel Katarzyna ChudzikHightower Advisors, LLC otherCresset Asset Management, LLC independent RIAOtherMar 10, 2016Jun 25, 2020 (1568 d)
Julia Ann BartolomeoHightower Advisors, LLC otherMorgan Stanley wirehouseOtherMar 10, 2016May 8, 2017 (424 d)
Kimberly Renee KeemerHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 16, 2016Mar 8, 2016
Jonathan C LamarHightower Advisors, LLC otherWilliam Blair & Company L.L.C. otherOtherFeb 4, 2016Feb 3, 2016
Benita Hayden AlstattHightower Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJul 20, 2015Aug 18, 2016 (395 d)
Angelo ManzoHightower Advisors, LLC otherMeeder Asset Management, Inc. otherOtherJun 29, 2015Mar 6, 2017 (616 d)
Frank William EpingerHightower Advisors, LLC otherJ.P. Morgan Securities LLC wirehouseOtherFeb 25, 2015Mar 12, 2015
James Norman Norman DeitrichHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 5, 2015Feb 24, 2015
Rodolfo RazoHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 15, 2015Feb 27, 2015 (43 d)
Matthew Thomas BlumeHightower Advisors, LLC otherWilliam Blair & Company L.L.C. otherOtherNov 6, 2014Nov 5, 2014
Augustino SuafoaHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 30, 2014May 20, 2014
Aaron Louis HattenbachHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 4, 2014Aug 21, 2015 (504 d)
Michael Joseph ShermanHightower Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherMar 27, 2014Oct 14, 2016 (932 d)
Karman TongHightower Advisors, LLC otherNeuberger Berman Bd LLC otherOtherMar 19, 2014Mar 3, 2015 (349 d)
Charles WurdackHightower Advisors, LLC otherPnc Wealth Management otherOtherMar 14, 2014Oct 1, 2015 (566 d)
Bradley Jason GoodmanHightower Advisors, LLC otherEnvestnet Pmc otherOtherFeb 18, 2014Aug 12, 2014 (175 d)
Jeffrey Scott GreerHightower Advisors, LLC otherNoesis Capital Management Corp otherOtherJan 23, 2014Jan 10, 2014
Ann T RiederHightower Advisors, LLC otherVennwell, LLC otherOtherDec 20, 2013Mar 27, 2014 (97 d)
Kevin Lewis JohnsonHightower Advisors, LLC otherWells Fargo Advisors wirehouseOtherAug 22, 2013Oct 22, 2013 (61 d)
Douglas Joseph MessinaHightower Advisors, LLC otherAmeriprise Financial Services, LLC national BDOtherMay 22, 2013May 23, 2013
Lawrence David GilbertHightower Advisors, LLC otherCredit Suisse Securities (USA) LLC otherOtherMar 18, 2013Mar 1, 2013
Matthew Mark ReynoldsHightower Advisors, LLC otherPharus Capital Management unclassifiedOtherDec 20, 2012Apr 17, 2013 (118 d)
Kristina Adelaide PalangiHightower Advisors, LLC otherMorgan Stanley wirehouseOtherJul 23, 2012Sep 21, 2012 (60 d)
Michael Dean NestmanHightower Advisors, LLC otherArista Wealth Management, LLC otherOtherMay 15, 2012May 30, 2012
Robert Werner JoelHightower Advisors, LLC otherArcus Capital Partners, LLC otherOtherFeb 22, 2012Apr 5, 2012 (43 d)
Frederick John MolfinoHightower Advisors, LLC otherThree Bridge Wealth Advisors independent RIAOtherJul 29, 2011Feb 26, 2020 (3134 d)
Eric Thomas ThurberHightower Advisors, LLC otherThree Bridge Wealth Advisors independent RIAOtherJul 29, 2011Nov 3, 2025 (5211 d)
William George HainsHightower Advisors, LLC otherMorgan Stanley wirehouseOtherJul 29, 2011Nov 14, 2017 (2300 d)
Brett Barton SharkeyHightower Advisors, LLC otherThree Bridge Wealth Advisors independent RIAOtherJul 29, 2011Jan 1, 2025 (4905 d)
Jonathan Hall PorterHightower Advisors, LLC otherThree Bell Capital LLC mixed wealthOtherJul 29, 2011Jul 24, 2024 (4744 d)
Susan DalyHightower Advisors, LLC otherUBS Financial Services Inc. wirehouseOtherMay 11, 2011Aug 21, 2012 (468 d)
Matthew Bryan HarveyHightower Advisors, LLC otherBmo Harris Financial Advisors, Inc otherOtherApr 11, 2011May 23, 2011 (42 d)
Mary Rose RosenquistHightower Advisors, LLC otherMorgan Stanley wirehouseOtherDec 14, 2010Apr 29, 2011 (136 d)
Carmine PezzellaHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 16, 2010May 12, 2015 (1730 d)
Julie Kay FoxHightower Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 23, 2010Apr 8, 2010
Adam Eugene ShanahanHightower Advisors, LLC otherBofa Advisors, LLC otherOtherJan 4, 2010Mar 5, 2010 (60 d)
Page 6 of 6Previous
360 moves match.